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Potentia Wealth’s General Dynamics GD Stock Holding History

Potentia Wealth’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$577K Buy
1,681
+73
+5% +$25.9K 0.22% 50
2025
Q4 		$541K Hold
1,608
– – 0.2% 51
2025
Q3 		$548K Hold
1,608
– – 0.21% 55
2025
Q2 		$469K Hold
1,608
– – 0.27% 47
2025
Q1 		$438K Hold
1,608
– – 0.21% 61
2024
Q4 		$424K Buy
+1,608
New +$463K 0.19% 66

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Potentia Wealth's GD Position: Q1 2026 in Review

Potentia Wealth increased its General Dynamics (GD) stake by 4.5% in Q1 2026, buying an estimated $25.9K and bringing the position to 1,681 shares worth $577K. The position accounts for 0.22% of the portfolio, ranked #50.

Potentia Wealth first reported a position in GD in Q4 2024 and has held it in 6 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Potentia Wealth held 1,681 shares of General Dynamics worth $577K as of Q1 2026.
  • Potentia Wealth bought 73 General Dynamics shares in Q1 2026, an estimated $25.9K.
  • General Dynamics made up 0.22% of Potentia Wealth's portfolio in Q1 2026, its #50 holding.
  • Potentia Wealth first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.